Private Client Services’s Salesforce CRM Stock Holding History

Private Client Services’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,246	Closed	-$320K	–	170
2024 Q2	$320K	Buy	+1,246	New	+$333K	0.2%	92

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Private Client Services's CRM Position: Q3 2024 in Review

Private Client Services sold out of Salesforce (CRM) in Q3 2024, closing a stake of 1,246 shares — an estimated $320K sold.

Private Client Services first reported a position in CRM in Q2 2024 and held it in 1 quarter. The position peaked at $320K in Q2 2024. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

Private Client Services reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
Private Client Services sold 1,246 Salesforce shares in Q3 2024, an estimated $320K.
Private Client Services first reported a position in Salesforce in Q2 2024 and held it in 1 quarter.
Private Client Services's Salesforce position peaked at $320K in Q2 2024.
2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Private Client Services's 13F filing for Q3 2024, filed 3 Oct 2024.